New account addition slows to 3-year low despite debt tax change boost
Most believe that debt funds will attract higher flows over the next 12 months as the interest rate trajectory could trend lower throughout the year
Remember these funds have a limited track record currently; they will also not receive equity tax treatment
Hybrid funds are ideal for investors who are looking for a balance between returns and risk. They are suitable for investors who are looking to generate regular income or grow their wealth.
After 360 ONE, Whiteoak launches funds in the less-known category
The new fund offer (NFO) will be open from September 4 to 18, and the minimum application amount is Rs 1000 (and in multiples of Rs 1 thereafter
Aggressive hybrid funds are those that invest maximum 65-80 percent in equities and the rest in debt, whereas Multi Asset Funds allocate their corpus across equity, debt, commodities, REITs
MFs expect hybrid funds to become investor favourites
There are three approaches investors may take as they decide their asset allocations
The fund's investment objective is to generate long-term capital appreciation and current income from a portfolio invested in equity, equity-related securities, and fixed-income securities
Debt schemes account for 2% of the net inflows, passive schemes 8%
With the offline lure of greater teacher-student connect many such start-ups have forayed into brick-and-mortar centres to compete with existing offline institutions
The data from Value Research shows that conservative hybrid funds are down nearly 1.5 per cent; equity savings funds are down 1.9 per cent
When selecting a fund from these categories, investors should be wary of those that take credit risk on the debt side of the portfolio
Balanced hybrid funds invest between 40 per cent and 60 per cent of total assets in equity and debt
Invest via the SIP route to benefit from the volatility expected in the near term
In fact, you need to be more diligent if you're over 50 as there is a higher risk of losing your job, and in any case you have less than a decade to build a nest egg
For fiscal 2022, Accenture sees 12% to 15% of revenue growth and expects to spend a similar amount on acquisitions as last year.
Over the past year, the aggressive hybrid category has given average returns of 41%
Fund's investment objective is to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity-related securities, as well as fixed income securities